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News, Features, and Updates in CLIPitc!
News, Features, and Updates in CLIPitc!

List of new features updated as we add them to CLIPitc

David Tucker II avatar
Written by David Tucker II
Updated over a week ago

10/25/2023

Web Program (CLIPitc.com)

  • Report added for single payments

  • Added option to include check numbers on history report

  • Made additional charge default to taxable if property is taxable

  • Fixed issue with fuel surcharge on skip jobs

Mobile App

  • Added push notifications for CLIPitc app

  • Added push notifications for CLIPitc portal app

10/1/2023

Web Program (CLIPitc.com)

  • Allowed materials to be changed using an excel import option

  • Added total charge column on generate individual

  • Added account number to generate individual

  • Limited route sheet notes show as red

  • Set notes to popup in app by default when created

  • Added permission for Edit timeclock in mobile App

  • Fixed issue with Lead map double clicking buttons, address selection

  • Created new version of the Portal at portal.clipitc.com

  • Enhanced quick search on CLIPitc (top right corner)

  • Enhanced Email deliverability

  • Fixed employee efficiency report

  • Added filter to search for just leads on CLIPitc

  • Added synchronization option to send customer emails to Mailchimp

  • Added option for QR code in email to open payment portal

Mobile App

  • Added mobile Applications for Portal, Android and IOS.

7/15/2023

Web Program (CLIPitc.com)

  • Faster email status tracking for emails sent

  • Contract Comparison report enhancements

  • Allow existing materials to be changed using an excel import option

  • Invoice lengthen customer billing field

  • Invoice allow edit individual material pricing

  • Added account number to print individual

  • Made limited route sheet notes red

  • Notes set to popup in app by default

6/30/2023

Web Program (CLIPitc.com)

  • Enhanced Email status tracking for emails sent from CLIPitc

  • New portal released (portal.clipitc.com)

  • Fixed issue texting invoices

  • Changed Additional charges to keep order entered when invoicing

  • Show property name on Recorded work batches

  • Added emailing ability for overdue invoices for customers with no activity

5/11/2023

Web Program (CLIPitc.com)

  • Fixed route sheet option for sorting by last name

  • Added Crew color in map routing and edit jobs

  • Employee efficiency report Added total for employee revenue

  • Fixed issue with note missing on plain paper invoice

  • Note order should match invoice order

  • Change wording on add note to all job. Batch changes can now effect checked jobs

  • Adjust crew schedule screen ordered by Crew number now

  • Fixed issue with message customer list showing blanks

  • Corrected employee search filter with partial names

  • Message about CLIPPAY Processing Fee request in portal

4/13/2023

Web Program (CLIPitc.com)

  • Added Preservice and Post service template picker for rounds

  • Added crew headers to route sheet with Material

  • Fixed issue with extra blank page printing on some reports

  • Added bill type to edit section for edit jobs

  • Make work calendar make changes to get work and job records

  • Add button to import customers from QuickBooks desktop

  • Work Finalization speed

  • Message Customer Add status to invoices lines

  • Autopay and Blank request shouldn't be asking for a form.

  • Recalc materials for rounds when program is updated. sq ft.

  • Taxable option for pattern customer

3/13/2023

Web Program (CLIPitc.com)

  • Added fax and source to custom reports

  • Added bill type to edit section for edit jobs

  • Make work calendar make changes to get work and job records

  • Add button to import customers from QuickBooks desktop

  • Work Finalization speed

  • Message Customer Add status to invoices lines

  • Autopay and Blank request shouldn't be asking for a form.

  • Recalc materials for rounds when program is updated. sq ft.

  • Taxable option for pattern customer

2/20/2023

Web Program (CLIPitc.com)

  • Added area to Job costing report to excel version

  • Corrected dollars per man hour on the job history screen

  • Added drag and drop to the view work calendar to adjust job dates.

  • Corrected mail merge report on custom report when there are bad characters in the data

Mobile App

  • Added section for lead map to Android and IOS apps. Faster way to add leads while you are in the field and create estimates for new leads.

2/9/2023

Web Program (CLIPitc.com)

  • Ability to send messages from Customer screen

  • Added print daily work for unfinalized work preview for the report

  • Added ability to add round to all customers in patterns section

  • Consolidated the Account balance report when outstanding credits are showing

  • Added option to reset discounts in End of year functions section

  • Added view map button for property section

Mobile App

  • Added section for lead map to Android and IOS apps. Faster way to add leads while you are in the field and create estimates for new leads.

1/3/2023

Web Program (CLIPitc.com)

  • Changed Legal route sheets to exclude material when option unchecked

  • Added date to on hold status for customer

  • Added grand total to employee efficiency report

  • Only show job changes for jobs that were in finalize

Mobile App

  • Added materials to job notes screen on daily work section

12/20/2022

Web Program (CLIPitc.com)

  • Fixed adjust schedule grid totals

  • Changed crew filter in message customer to only include crews with work on schedule

  • Fixed issue with material cost showing in job history screen

  • Fixed issue with minimum charge display on record work

  • Changed total with sales tax for the service tickets

  • Added material cost to daily work report

  • Changed filter for materials to not include time when filtering for dates

  • Added estimate notes section for job (for future use)

11/20/2022

Web Program (CLIPitc.com)

  • Added Text checkbox to customers

  • Fixed an issue with calculating travel time

  • Added autoreply to text invoice number

  • Fixed issue with job once per month job schedule

  • Added message if ClipPay is inactive and customer is trying to pay online

  • Changed total with sales tax for the service tickets

  • Added date option for calculating travel time

  • Fixed some routing screen issues when making changes

  • Added search boxes to activate rounds section

  • Get work added more code to save crew changes even when jobs are not kept in daily work

  • Added property name to materials report

  • Added Texting for invoices

Mobile App

  • Fixed issue with checking jobs to create estimates on mobile.

10/20/2022

Web Program (CLIPitc.com)

  • Route sheet enhanced route sheet add sq ft. and done to date

  • Ability to delete fuel surcharges and late fees, and additional charges.

  • Add Square Feet for job to the batch finalize section.

  • Group recording sort by routing number

  • Add cell to service ticket.

  • Don't allow characters in invoice notes.

  • Show check numbers on statements.

  • Marketing invoice emails, add Display name and First name, and Last Name.

  • Enhanced how search in the top right corner works.

  • Added Day Of the Week into Custom Reports

  • Made changes to create merge custom report

  • Added status processing for finalize work

  • Added the address to the printout for estimates.

  • Added search boxes to activate rounds section

  • Make Get work keep crew changes through earlier date reloads

  • Added property name to materials report

Mobile App

  • Dispatch map options to mass change job schedule options based on map area selection

  • Added dark mode options for IOS and Android

  • Added ability to kick people off remember me app section.

8/11/2022

Web Program (CLIPitc.com)

  • Fixed issue with tax applied on estimates

  • Fixed route sheet invoice notes consolidation issue

  • Fixed issue with how tax was applied on estimates

Mobile App (unreleased)

  • Dispatch map options to mass change job schedule options based on map area selection

  • Fixed issue with email address showing in daily work under customer account

8/1/2022

Web Program (CLIPitc.com)

  • Fixed issue with invoice/statement preference for new email invoice

  • Added option to exclude on hold customers for fuel surcharge

  • Changed installment warning when per service jobs are in a contract

  • Made credit application process easier

  • Changed customer sub sort on create merge

  • Fixed issue on dashboard with job count

  • Fixed issue with saving a customer

Mobile App (unreleased)

  • Dispatch map options to mass change job schedule options based on map area selection

7/1/2022

Web Program (CLIPitc.com)

  • Adjustment to new email form logo sizing

  • Changed default customer range to 999999999 to include all customers by default

  • Added additional work report

  • Added Calendar View to app for IOS Android

  • Fixed new invoice logo size

  • Added Credit memos to sales tax section

Mobile App (unreleased)

  • Added calendar view section for mobile app

  • Added options for minimum charge under customers section

6/1/2022

Web Program (CLIPitc.com)

  • Link to google maps in job directly

  • Added cell phone # to route sheets

  • Added Company phone to route sheet invoices

  • Added EPA material information / More detailed material information to route sheets

  • Sort the record work started/Ended columns by date/time when clicking the headings

  • Added record work have link back to job

  • Made payment fee more clear on portal for customers when service charge is charged

  • Added Rounds to Edit Jobs section

Mobile App (released v1.50)

  • Made address clickable to map

  • Added Select rounds on map to Get work section

5/18/2022

Web Program (CLIPitc.com)

  • Rounds history report display issue fixed

  • Added billing format to update all. Also billing format is messing with the date changes

  • Sped up loading Getwork.aspx page

  • Add jobs to all properties option

  • Make text on preprint form smaller, add another material to report.

  • Added invoice notes for all jobs to the route sheet invoice instead of just the first job invoice notes.

  • Fixed issue with new

Mobile App (released v1.49)

  • APP make address clickable to map

  • Android button text sizing change for smaller devices

  • Changed photos to be taken at higher resolution in the app

5/5/2022

Web Program (CLIPitc.com)

  • Employee punch clock times adjustments

  • Jobs edit screen batch edits

  • Travel time weighted

  • Travel time includes clock in/out punch clock entries

  • Change the Add Job To Group screen to the new screen on Record and Record Work mobile

  • Changed the Add to group screen/Edit group screen

  • Fixed issue with employee comments showing for all dates

  • Added job history option

  • Changed styling on new invoice/statement form for smaller devices

  • Include incomplete jobs option for daily work report

Mobile App (unreleased)

  • Limit characters on invoice notes to QB safe characters

  • Allowed material name to be changed.

  • Clock in all employees at once in/out

  • Added two line address format

  • Fixed issue with Tomorrow's work filter

  • Added video share option (daily work, job notes, job history)

4/6/2022

Web Program (CLIPitc.com)

  • Changes to the Employee hours report

  • Added ICS file emailing with To Do's

  • Added editable crew header for route sheets

  • Added Job print out

  • Added links in Autopay screen

  • Added Job Estimates excel download

Mobile App (released)

  • Added touchID timeout options

  • Added video support for notes

  • Fixed some visual issues in IOS with Dark mode on

  • Added Crew Filter options to view work for other crews

2/10/2022

Web Program (CLIPitc.com)

  • New statement/Invoice emailed option

  • Added date to adjust schedule screens

  • Property area field extended

  • Option to exclude printed invoices for customer with credits on account

Mobile App (released)

  • Added chemical application activation to mobile application

  • Added App permissions in Clipitc for editing notes

  • Added Touchid for Android/Apple in settings

  • Added charge per hour field in Customer>Job section

  • Added ability to add charges to invoices

  • Added Credit card adding/saving in customer section

1/20/2022

Web Program (CLIPitc.com)

  • Invoice statement drop down option

  • Print customer report

  • Print Jobs report

  • Fuel Surcharge one per option

  • Added save copy of customer option

  • Added templates to daily message section

  • Added taxable field for pattern customers

  • Added option to fill all months on package screen

  • Added sorting to activate rounds sections

  • Added Customer.statement note to custom reports

  • Added ability to update credit card expiration dates

  • Notes translation in the record work section

  • Hours by category report

Mobile App (Unreleased)

  • Added chemical application activation to mobile application

12/23/2021

Web Program (CLIPitc.com)

  • Custom fields section added for customers

  • Custom fields added to the custom reports section

  • Autofill single payment amount

  • Additional work report added

  • Add job to workbank option added to record work

  • Added filter for finalized work on daily work report

  • Added taxable field for pattern customers

  • Added option to fill all months on package screen

  • Added sorting to activate rounds sections

  • Added Customer.statement note to custom reports

11/24/2021

Web Program (CLIPitc.com)

  • Add invoice numbers to statement on customer screen

  • Route sheet invoice option to include overdue balance

  • Add reference number to payment reports

11/8/2021

Web Program (CLIPitc.com)

  • Commissions Report

  • Added Employee Notes

  • Added Employee hours by category report

  • Added Reset prepays option to end of year functions

10/4/2021

Web Program (CLIPitc.com)

  • Fill in customer since date with today’s date for new customers

  • Made all columns sortable on sales report

  • Added Statement note for customers to include notes about bills/payments etc.

  • Added Care of field to statement/Invoice

  • Added Employee birthday to employees section

  • Added taxable as optional for Fuel surcharge

  • Added option to make budgeted hours actual on charge per hour jobs.

  • Added rounds status to custom reports

  • Made general notes clickable with preview

  • Extended invoice notes character limit

  • Fixed issue with next year scheduling

  • Enhanced QuickBooks online synch speed

  • Added option to not print 0 balance invoices.

  • Added Service ticket route sheet report to route sheet invoices

  • Added Vendor fields in materials section and Website for material

  • Added pattern packages and ability to add jobs to pattern packages

  • Changed mail merge sort to sort jobs in job number order

  • Added option for logo on route sheet invoices

  • Added materials search option

  • Order jobs by job number under customers account

Mobile App (Unreleased)

  • Added option to take payments in mobile app (on site cc’d payments)

  • Added Dispatch Map screens (map views of the work, shortcuts to manage work)

  • Added permissions for timeclock on mobile app permissions

  • Made Grouped job moves move the subjobs with master job

8/15/2021

Web Program (CLIPitc.com)

  • Added Credit memos to CLIPitc

  • Added property defaults for adding jobs

  • Fixed issue with customer number showing in to do's

  • Adjusted related jobs to come in with the master

  • Added sender email, customer email, to To Do emails

  • Remove rounds from daily sections if program is put on hold

  • Enhanced sales tax report processing

  • Customer account notes moved/expanded

  • Put customer account number before customer name on to do notifications

  • Made changes to QuickBooks desktop synchronization for credit card program fee charges.

Mobile App (Unreleased)

  • Allow jobs to be skipped that are in progress

  • Added Touch/Faceid to Apple IOS devices

  • Added links to customer>Job from daily section

  • Allow groups of jobs to be skipped at one time

7/15/2021

Web Program (CLIPitc.com)

  • Added Budgeted Mhrs to job costing excel sheet

  • Shrank the emailed invoice printout

  • Added ability to import multiple properties

  • Added Crew colors to get work calendar

  • Hid inactive employees in user section

  • Fixed issue with payment application to invoices

Mobile App

  • Jobs section for Android app (finished notes sections, scheduling, and released)

7/1/2021

Web Program (CLIPitc.com)

  • Ability to globally change minimum charges

  • Added Program Status filters in custom section

  • Added ability to change email subjects

  • Added/Changed weather API for mobile application

  • Sub sort crew/route on work projections report

  • Changed autopayments to service

  • More definition in crew breaks for daily work report

  • Single payment sorted by account number

Mobile App (Unreleased work in progress)

  • Jobs section for Android app

6/14/2021

Web Program (CLIPitc.com)

  • Added ability to send autopay requests to non portal users

  • Save customer filters per user

  • Added Check all buttons in scheduling

  • Added Apply credits section to change application of payments

  • Added subsort for job costing report on job date

  • Adjusted invoice balance format

  • Adjusted Datetime on autopay format

Mobile App (Unreleased work in progress)

  • Jobs section for Android app

  • Adde job notes section to jobs in Android app

  • Enhanced location tracking for Android

6/1/2021

Web Program (CLIPitc.com)

  • Route optimization enhancements (faster changes, hours + distance)

  • Added route number spacing on permanent route numbers

  • Allow editing of charge on group jobs in daily work

  • Enable min/max for non contract jobs

  • Reset jobs now use the previous next visit date instead of today's date

  • Exclude removed transactions from uninvoiced balance

  • Added last visit date to rounds

Mobile App (Unreleased work in progress)

  • Jobs section for Android app

Mobile APP IOS 3.15

  • Added Jobs section for Apple IOS (menu>customers>Jobs tab)

5/20/2021

Web Program (CLIPitc.com)

  • Fixed issue with work projections report

  • Added route number spacing on permanent route numbers

  • Fixed issue with company logo refreshing

  • Added balance refreshing in single payment

  • Changed job notes workflow to be more clear

  • Fixed Enhanced route sheet sort order issue

  • Changed crew filter, formatting, and totals on daily gross report

  • Add status filters to packages report

Mobile App (Unreleased work in progress)

  • Added add new job function to IOS app

CLIPPay

  • Anonymous payments

  • Manage Portal options

5/4/2021

Web Program (CLIPitc.com)

  • Fixed issue with portal button sizing for submitting payments

  • Added more permission options for portal

  • Added portal autopay email option

  • Added refund option to the Anonymous payments section

  • Added portal users reporting and functionality (For managing portal users)

  • Made Auto charge amount field editable.

  • Made it so that enter key on quicksearch initiates a search.

  • Fixed issue with price adjustment report

  • Added the ability to submit anonymous payments without amounts to save payment method for future autopay

Mobile App (Unreleased work in progress)

  • Worked on jobs screens for IOS, close to releasing jobs section on the IOS and Android app.

4/20/2021

Web Program (CLIPitc.com)

  • Changed Emails to include the company name in the From field.

  • Changed route settings options to be saved per user

  • Added Daily grosses report

  • Added search bar and adjusted toolbar

  • Added # of days to the custom reports section

  • fixed to copy in Country from pattern when creating new customers

  • Added anonymous payments option to invoice email

  • Added Customer program fee to all customers section

  • Changed anonymous payments to sort by customer name in drop down

  • Save programs/rounds pricing sheet settings in pattern program.

Mobile App (Unreleased work in progress)

  • Worked on Jobs schedule screen

  • Worked on Jobs notes screen

  • Worked on Job media screens

  • Worked on Job Zone scheduling screens

4/6/2021

Web Program (CLIPitc.com)

  • Changed Anonymous payments formatting design

  • Option to put overdue work on top for route sheets

  • Revenue report summary issue fixed

  • Optimized search speeds in CLIPitc

  • Option to hide quantity when invocing

  • Added option to save credit card in portal for Autopay

  • Alphabetic sorting for employee lists.

  • Fixed group replace date in mobile work screen

  • Adjusted portal for smaller screens.

  • Added notes fields to custom reports section.

  • Added more chemical tracking fields to materials

  • Added checkbox to share custom reports with other users in CLIPitc

Mobile App (1.31)

  • Some offline enhancements

  • Location update permissions enhancements

Mobile App (Unreleased work in progress)

  • Worked on Jobs charges screen

  • Worked on Jobs discounts screen

  • Worked on Job schedule screens

  • Worked on Job Zone scheduling screens

3/25/2021

Web Program (CLIPitc.com)

  • Improved delete invoice batch function

  • Added initial version of anonymous payments for CLIPPay

  • Added seasonal totals

  • Added packages report

  • Added customer collections report

  • Added customer display name to custom reports section

  • Added last name sorting option for route sheets

Mobile App (Unreleased)

  • Worked on Jobs Discount screen

  • Worked on Charge options job screen

  • Added ability to sign estimates on the mobile app screen

  • Made enhancements to invoice screen under customer

  • Added list of jobs to be finalized in finalize work section

2/22/2021

Web Program (CLIPitc.com)

  • Added CLIPPay processing for CLIPitc. Can go to https://clip.com/clippay to sign up!!

  • Added autopay entry directly from customer

  • Added materials import from excel function

  • Added options to update customer fields and property fields (added under patterns button)

  • Gave option to replace job when adding a job to the workbank from customer if it already exists.

  • Added technotes to route sheets

  • Added delivery status for customer message emails in get work section.

  • Added seasonal total amounts to package and job sections.

  • Added property status to custom reports section

  • Added employee customer times report.

  • Added employee budgeted vs actual report

Mobile App (Version 1.28)

  • Fixed issue with Daily work synchronization when offline

  • Added link in daily to access customer information

  • Added link in To do section to access customer information

  • Made To Do's editable in the daily section of the App

  • Added new formats for IPad (split screen layouts) to make better use of the larger screens.

  • Added dark mode (Apple devices only)

  • Added ability to add all employees from a crew at one time

  • Added ability to remove employees from daily work job.

  • Added clear offline data option to delete recorded work when there is a synchronizing issue

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Patch Notes before 2021 have been archived.
If you have any inquiries about any of the new additions, enhancements, changes, or corrections, don't hesitate to ask our support personnel!


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